Select Opportunities to Include on the Pipeline Chart

Use the Pipeline Settings dialog box in the Dashboard area to select the opportunities that you want to include on the Pipeline chart. You select opportunities by selecting the stages that you want to include in your pipeline. Estimated and weighted revenue amounts for opportunities currently assigned to those stages are included on the Pipeline chart.

To select the opportunities to include on the Pipeline chart, complete the following steps:

1. Click to go to the Dashboard area.
2. Click above the upper-right corner of the Pipeline chart.
3. Select the stages for which you want to include opportunities in the calculation of pipeline revenue amounts.

   If some opportunities have not been assigned to a stage, select No stage set if you want to include those opportunities in the calculation of revenue for the chart.

4. Click Save.